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FFT Wealth Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

FFT Wealth Management’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-33,920
Closed -$267K – 68
2017
Q2 		$267K Buy
+33,920
New +$252K 0.09% 74

Other funds holding SMFG

Fisher Asset Management
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

FFT Wealth Management's SMFG Position: Q3 2017 in Review

FFT Wealth Management sold out of Sumitomo Mitsui Financial (SMFG) in Q3 2017, closing a stake of 33,920 shares — an estimated $267K sold.

FFT Wealth Management first reported a position in SMFG in Q2 2017 and held it in 1 quarter. The position peaked at $267K in Q2 2017. 195 funds tracked by Wall St. Rank hold SMFG as of Q3 2017.

  • FFT Wealth Management reported no remaining Sumitomo Mitsui Financial position as of Q3 2017 after selling out during the quarter.
  • FFT Wealth Management sold 33,920 Sumitomo Mitsui Financial shares in Q3 2017, an estimated $267K.
  • FFT Wealth Management first reported a position in Sumitomo Mitsui Financial in Q2 2017 and held it in 1 quarter.
  • FFT Wealth Management's Sumitomo Mitsui Financial position peaked at $267K in Q2 2017.
  • 195 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q3 2017.

Based on FFT Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.